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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,351 | $101,950+21.0% | $125,529-1.7% | $86,983+41.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 20.75% | 18.29%+2.5pp | 202.56%-181.8pp | 25.83%-5.1pp |
| Employer contribution / active EE | $2,602 | $2,358+10.3% | $3,058-14.9% | $2,584+0.7% |
| Participant deferral / active EE | $4,538 | $3,862+17.5% | $4,813-5.7% | $4,194+8.2% |
| Admin fee / account holder | $129 | $12,791-99.0% | $16,298-99.2% | $7,856-98.4% |